TerraformXXV · Migrations and Backend ChangesProduction Terraform
Verifying the Migration
What you'll learn
- Verify the state
- Verify the plan
- Document the migration
Prerequisites
None — start here.
Verified against Terraform CLI 1.9.x · OpenTofu 1.7.x · HCL 2.0 · bpg/proxmox provider 0.66+ · hashicorp/local provider 2.5+ · hashicorp/null provider 3.2+ · hashicorp/random provider 3.6+ · hashicorp/http provider 3.4+ · Ubuntu 24.04 LTS · Debian 12 (Bookworm)
Objective
Verify the state
What this lesson covers
- Verify the plan
- Document the migration
Why this matters in production
Production Terraform operations have blast radius. Verifying the Migration is one of the operational controls that determines whether a change is safe to apply. Skip this lesson at the cost of not understanding a production control.
How it works
Provide an overview of the topic. This lesson covers the verifying the migration concept, the underlying mechanism, and the production implications.
Key concepts.
- The terminology used in the topic.
- The mechanism that determines the operational behaviour.
- The production control that mitigates the operational risk.
Operational implications.
The verifying the migration concept affects the production change-management workflow. A change in this area has blast radius across the entire estate.
How to configure it
Apply the configuration pattern:
- Set up the configuration block.
- Validate the configuration.
- Run the plan.
- Verify the operations.
- Document the change.
How to inspect it
Inspection pattern:
- Use the relevant CLI command to inspect the state.
- Verify the configuration matches the expectation.
- Confirm the plan is empty.
Validation
The validation pattern:
- Confirm the configuration is valid.
- Verify the plan is empty.
- Confirm the operations are correct.
Production failure modes
The following failure modes are the most common in production:
- Misconfiguration of the relevant parameter.
- Drift between the configuration and the real world.
- Provider failure during the apply.
- State corruption or loss.
How to recover
The recovery procedure:
- Investigate the failure.
- Identify the cause.
- Apply the remediation.
- Verify the state.
- Document the incident.
Related runbooks
The following runbooks in this course apply to this lesson:
- terraform-runbook-investigate-state-lock
- terraform-runbook-recover-partial-apply
- terraform-runbook-investigate-provider-failure
What comes next
The next lesson in XXV-Migrations continues the exploration of Verifying the Migration. Follow the order to maintain the production-first narrative.
Knowledge check · 7 questions
Q1. What is a backend migration?
Q2. What is the recommended approach for backend migration?
Q3. terraform init -migrate-state migrates the state to the new backend.
Q4. What is the role of state import?
Q5. Which of the following are migration risks? (Select all that apply.)
Q6. What is the role of state refactoring in a migration?
Q7. A team is migrating from a local state to S3. The migration fails halfway. What is the fix?
Passing score: 75%. Answers are checked in this browser.